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Financial Advice

4 Money Moves That Jump-Start Your Way To Financial Freedom

OWN | Lynn Okura | Posted 08.27.2015 | OWN

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Bare Bones Financial Playbook

Jonathan K. DeYoe | Posted 08.26.2015 | Business
Jonathan K. DeYoe

Even arm chair quarterbacks can draft a plan that will get them over the goal line if they utilize three key pages in the financial playbook: a personal income statement, a balance sheet, and a risk matrix.

Social Security for Two: What Every LGBT Couple Needs to Know Now

David Rae | Posted 08.21.2015 | Gay Voices
David Rae

First comes love, then comes marriage, then comes figuring out what the hell to do about Social Security. Retirement planning can be quite complicated for anyone, but the newness of Social Security options for LGBT couples find some of us unprepared.

Should You Prepare for the Next Bear Market?

David A. Dedman | Posted 08.20.2015 | Business
David A. Dedman

There are probably plenty of reasons to start preparing for trouble. Far be it for me to tell you to not be a doomsday prepper. Between the Federal Reserve, China and bonds, what's a poor investor to do?

5 Ways Your Money Choices Are Making You Sick

GOBankingRates | Posted 08.06.2015 | Money
GOBankingRates

An overwhelming 70 percent of married couples fight about money, according to a 2014 Money survey. If this sounds familiar, it's not only making your home life unpleasant -- it's also bad for your health.

Upset? Avoid Major Money Decisions

David A. Dedman | Posted 08.06.2015 | Money
David A. Dedman

If you had a doctor diagnose you with cancer, wouldn't you seek a second opinion just to be sure? Why wouldn't you do the same with accountants, financial advisors, real estate agents and attorneys?

How to Raise a Future Millionaire

Bob Stammers | Posted 07.30.2015 | Business
Bob Stammers

It is never too early to teach your children about the value of money and how to manage it. Kids are constantly learning - both inside and outside the classroom - and parents can play a key role in developing their kids' financial habits.

New Frontier for Successful Aging: Financial Gerontology in the Spotlight at White House Conference on Aging

Paul H. Irving | Posted 07.22.2015 | Fifty
Paul H. Irving

Fresh ideas and approaches can empower a brighter future of aging, and the emergence of financial gerontology is cause for hope. This link between two disciplines that are critically important to the aging population presents the potential for new solutions and healthy, productive and purposeful outcomes for today's older adults and for generations to come.

3 Innocent Money Mistakes That Can Cost You Big Time

OWN | Posted 07.20.2015 | OWN

We all make mistakes. A screw-up here, a misstep there -- it happens. What really matters is what we learn from it... right? Unfortunately, if those m...

IPO for All or How to Create Your Own Currency

Victoria Silchenko | Posted 06.26.2015 | Business
Victoria Silchenko

Okay, let me state upfront that I am completely biased when it comes to running a compelling business: for I believe if you happen to live in the 21st century, your company's stock should be worth money, and you should be able to turn around and sell it.

Homeowners Can Spend Over $9K A Year In Hidden Costs

Credit.com | Posted 06.23.2015 | HuffPost Home
Credit.com

Buying a home is so much more than finding the perfect place, applying for a home loan and budgeting for a monthly mortgage payment -- it's thousands of dollars more than many homeowners expect.

'How I Got Out Of $63,000 Of Credit Card Debt'

Credit.com | Posted 06.23.2015 | Money
Credit.com

Sleepless nights. A knot in the pit of the stomach. A gnawing sense of unease. Charles Phelan was familiar with the physical and emotional toll of debt. But usually it was his clients who were experiencing those symptoms. This time, it was his turn.

How One Family Saved $4,800 On Food In A Year

Credit.com | Posted 06.23.2015 | Money
Credit.com

What would you do with an extra $50 to $250 a month? Pay off credit card debt? Build an emergency savings fund? Take a much-needed vacation? There's a good chance you are throwing away that much money month after month, and if you stop, you'll be able to put it to better use.

Can You Be Greater Than Your Suffering?

David Geller | Posted 06.18.2015 | Healthy Living
David Geller

You can choose to see yourself as a victim. You can lament your fate and just struggle to survive until it passes. Or you can accept the truth that suffering is part of your journey and embrace the incredible opportunities it offers you to grow and develop. Here are just a few to consider.

3 Finances Millennials Can't Ignore

Casey Cavanagh | Posted 06.18.2015 | Business
Casey Cavanagh

As Millennials, we know being financially-savvy and strategic is important. But there's a difference between knowing you need to deal with finances, and actually doing it. Often the problem isn't so much as not being able to, but rather not understanding how to.

Money Is Not About Finances, It's About Emotions

Deevra Norling | Posted 06.16.2015 | Money
Deevra Norling

A change in our financial situation starts with a change in how we think about money. Clearing out the negative thoughts about money will remove the blockages that are preventing money from flowing to us.

Tips For Young Adults Selecting, Building, And Using Credit

Steve Min | Posted 06.16.2015 | Money
Steve Min

Would you rather pay $262 per month or $380 for the exact same thing? Establishing a strong credit profile will help you save money over your lifetime, especially on big ticket purchases: cars and homes.

Making Time For What Matters: Your Future Wealth

Frank Trotter | Posted 06.15.2015 | Money
Frank Trotter

Ultimately short on time and limited in outside investment knowledge and resources, High Net Workers and other busy Americans may be overlooking both investment and personal wealth management opportunities that would allow their portfolios to attain the same kind of success they've experienced in their careers.

Financial Wellness And Millennials: Hard Times Yield Important Lessons

Kent E. Allison | Posted 06.13.2015 | Money
Kent E. Allison

We all know by now that millennials are different. Not different in a bad way, just different. So it is no surprise that when it comes to managing their personal finances, millennials are taking a different path than the generations before them.

One Size Does Not Fit All: Three Questions To Ask Yourself When Evaluating A Financial Advisor

John Diehl | Posted 06.13.2015 | Money
John Diehl

Working with a financial advisor can be a fruitful, productive practice, and it can be even more so if you work with one who values you and your individuality.

The Supreme Court's Misplaced Ruling on 401(k) Plans

Robert Hiltonsmith | Posted 06.12.2015 | Business
Robert Hiltonsmith

The ruling's goal, protecting retirement savers from high fees and poor performance, is both admirable and desperately needed. However, the firms actually responsible for investing 401(k) assets -- the financial services industry -- should be accountable for the performance of their investment products, not employers.

My Challenge to Warren Buffett

David Geller | Posted 06.12.2015 | Business
David Geller

Buffett said, "A rich person should leave his kids enough to do anything but not enough to do nothing." Many of our clients and prospective clients reference this famous quote.

5 Things I Learned After Graduating From College

Amanda de Souza | Posted 06.11.2015 | College
Amanda de Souza

8 years ago I graduated from Durham College in Ontario, Canada. This year, I was asked to return and teach for the exact same program I graduated from, Advertising. At this year's convocation, I was asked to be the guest speaker. Here is my speech.

The Phony Fiduciary 'Debate'

Dan Solin | Posted 06.10.2015 | Business
Dan Solin

The battle over the legal standard to which advisors should be held when giving investment advice has two fronts: Advice given by advisors to retirement plans and advice given by advisors to everyone else, including individual investors.

The Earlier The Better -– Parents Play A Pivotal Role In Financial Education

Shannon Schuyler | Posted 06.03.2015 | Education
Shannon Schuyler

Perhaps nothing influences a child more than the example set by his or her parents. When parents are comfortable talking about money -- their income, household expenses, and their own wants vs. needs -- chances are their children will be, too.